Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04-15-2024 | 03-31-2024 | 506 | 129,983,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Flaherty & Crumrine Pfd Secs I Com | CEF | 201 | $103,950 | 7,000 | 0.00 | 7,000 | +Inf | 03-31-2024 | |
| INNOVATIVE INDL PPTYS INC COM | REIT | 202 | $103,540 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| HONEYWELL INTL INC COM | Stock | 203 | $101,394 | 494 | 0.00 | 494 | +Inf | 03-31-2024 | |
| COHEN & STEERS CLOSED-END OPPO COM | CEF | 204 | $99,365 | 8,500 | 0.00 | 8,500 | +Inf | 03-31-2024 |
